Fall User Group Meetings
ONESOURCE Trust & Estate Administration would like to invite you to join us in Boston, MA, New York, NY and Philadelphia, PA for a free User Group Meeting.
Meetings will be held from 9:30 AM until 1:00 PM.
Lunch will be provided.
The User Group Meeting agenda features:
- What's new at ONESOURCE
- CSV/Text Data Import
- New FAS System Report
- Improved Valuation Interface
- Frequently asked questions
- Interactive Q & A - Including your submitted questions
Submit questions and register for the free User Group Meeting and lunch by clicking on the meeting location below.
RSVP
Submit questions and register for the free User Group Meeting and lunch by clicking on the meeting location below.
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2018 MD MET-1 Released
ONESOURCE Trust & Estate Administration
recently
announced the release of the Maryland MET-1 for 2018. This release includes the final forms and instructions.
Please visit our software download website at
www.oteasoftware.com
(Product names in parentheses are the line item name from the product page)
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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Support Contact Phone Number Change
In the Summer of 2017, as part of our commitment to evolve and enhance the customer experience for all ONESOURCE customers, we added options for all ONESOURCE products to the main ONESOURCE Support line - 800-327-8829. This phone number and related prompts are published on the
ONESOURCE Customer Center
product pages for each of our ONESOURCE Products. As part of that change, all legacy phone numbers were forwarded to the appropriate line within the ONESOURCE Support phone tree.
This year, as we continue to better align our Support resources and improve efficiencies, we will begin decommissioning all legacy product support phone numbers. For
ONESOURCE Trust & Estate Administration
, customers can call 800-327-8829, options 1, 2 to reach our Support team.
Beginning August 15, callers using a legacy phone number will hear the following message before their call is transferred to the appropriate Support line:
Thank you for calling Thomson Reuters. You have reached a legacy support line that will be retired soon. Please note your number for support is now 1-800-327-8829.
Beginning October 1, callers using a legacy phone number will hear the following message, after which the call will be terminated so the caller can then dial the correct Support number.
Thank you for calling Thomson Reuters. You have reached a legacy support line that has been retired. Please note your number for support is now 1-800-327-8829.
Thank you for choosing ONESOURCE. We appreciate the opportunity to serve you.
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Enhancements to the Onvio 1041
Exciting changes ahead!
Did you know that powerful enhancements have been made to Onvio Tax 1041 - and that there will be many more exciting features in tax year 2018?
We're committed to making constant performance improvements to Onvio Tax 1041, so watch for more communications as these improvements are released. The 2018 version of Onvio Tax 1041 will be released in December 2018.
You'll enjoy improvements to Onvio Tax 1041, like:
- The ability to prepare and e-file irrevocable trusts with power of withdrawal (5x5 - 95% irrevocable and 5% revocable processing)
- Improved beneficiary data entry
- The ability to work on multiple tax returns at once
- New search tool that locates specific data entry screens
- Beneficiary demographic and allocation import from FAS
- Additional e-filing options
- Additional states to e-file - AL, AZ, DC, GA, IA, ID, KS, KY, ME, MO, MS, ND, NM, OK, UT, and WI
Also in February 2019, look for new live online training events.
Have renewal or product questions?
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NY ET-706 Update for 2017 and 2018
ONESOURCE Trust & Estate Administration
recently announced updates for both the New York NY ET-706 for 2017 and 2018.
Note: Please review the release notes for changes; specifically the 2017 update was deployed to address an ET-141 print issue.
Please visit our new software download site at www.oteasoftware.com to perform the download. (Product names in parentheses are the line item name from the product page).
If you have questions about your license, please contact your Sales Representative at 800-331-2533.
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zCalc Estate Planner Update to 2018 Program
ONESOURCE Trust & Estate Administration
recently announced an update to the 2018 version of the Estate Planner Software, zCalc. Please review the release notes for details on the sunset reinstatement.
This year's installation serial number is:
F0509D77815
Important: You will have 14 days of use upon installation before the program will require registration. This can be accessed in advance by going to Help - Registration.
As a reminder, the zCalc ToolBox Suite includes the zCalc Function Library. Users who utilize solely the Function Library need install only that item.
If you are not the proper person to receive this notification, please forward to the appropriate person.
If you have questions about your license, please contact your
Sales Representative at 800-331-2533
.
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2018 Federal 706 Update
ONESOURCE Trust & Estate Administration
is pleased to announce an update to the Federal 706 for 2018.
Note: The IRS has indicated final instructions will not be available until December 2018.
Please visit our new software download site at www.oteasoftware.com to perform the download. (Product names in parentheses are the line item name from the product page).
If you have questions about your license, please contact your
Sales Representative at 800-331-2533.
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